UK CGT Calculator for Revolut
Upload your Revolut Account Statement. Get your gains in pounds, SA108 boxes and a PDF.
Reads your Revolut export as it downloads. Nothing to reformat.
Revolut Export, in 5 Steps.
Upload the Account Statement (Excel or CSV) — the profit/loss summary (“Income from Sells”) is not a valid input.
- 1Open the Revolut app
- 2Go to Invest → More (three dots)
- 3Select Documents → Stocks → Account Statement
- 4Select the Excel or CSV tab, choose your date range
- 5Tap Get Statement and upload the
.xlsxor.csvfile
From Revolut Statement to HMRC Figures.
The exchange rate, the pool, the allowance and the SA108 boxes, from one Account Statement.
FAQ
Which Revolut file do I upload for UK tax?
+
The Account Statement, Excel or CSV: Invest, then More, then Documents, then Stocks. Start the date range at your first buy, not at 6 April: the cost of the shares you sell comes from your whole buying history (HS284). The Income from Sells summary is Revolut’s own profit figure and is not read.
Can I upload the Excel file as it is?
+
Yes. Revolut writes the statement into the first column of the sheet, and it is read back as the CSV it is. No Save As, no tab to pick.
Do I pay Capital Gains Tax on Revolut?
+
In a general investment account, yes, once your gains for the tax year go above the £3,000 annual exempt amount. Gains inside a stocks and shares ISA are tax-free.
Which exchange rate is used?
+
HMRC’s monthly rate for the month of each trade, not the FX Rate column. A row in dollars, euros or pounds is converted from its own currency, so a UK-listed ETF bought in pounds needs no conversion at all.
Where are the trading fees?
+
Inside Total Amount. The statement has no fee column: Total Amount is what left or reached your account, so a commission is already in the cost of a buy and off the proceeds of a sale. Nothing is added twice.
Are fractional shares handled?
+
Yes. A quantity like 2.73465449 is pooled, matched and sold exactly as written; the share matching rules apply to the fraction the same way as to a whole share.
Are my dividends shown before or after US tax?
+
As Revolut lists them. Where the statement carries the withholding as its own row (DIVNRA, or DIVFT and DIVTW in older exports), it is paired with the dividend, the gross is taxed and the tax is kept for Foreign Tax Credit Relief. A statement with DIVIDEND rows alone is reported as paid.
Are stock splits handled?
+
Yes. The SSP row adds the new shares to your pool at no cost, and the ratio, which the statement does not state, is worked out from your holding and shown as a note for you to check. Mergers, spin-offs and symbol changes are named in a warning with their row number instead; adjust the pool on the edit page.
I hold an Irish ETF on Revolut. Is excess reportable income handled?
+
Not automatically. ERI is matched on the fund’s ISIN, which the statement does not carry, so enter the fund’s reported figure yourself against its ticker (see the ERI chapter). It is then taxed as income and added to the pool cost.
Can I combine Revolut with another broker?
+
Yes. Upload the files from each broker together. Shares of the same company are one pool however many brokers hold them, and the 30-day rule runs across brokers too: sell at IBKR and buy back at Revolut within 30 days and the two are matched.